Capital Fund Management (CFM)’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
+53,698
| New | +$3.73M | 0.01% | 473 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1056 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1014 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 960 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 937 |
|
|
2024
Q1 | – | Sell |
-829,566
| Closed | -$50.4M | – | 962 |
|
|
2023
Q4 | $50.4M | Buy |
829,566
+43,922
| +6% | +$2.67M | 0.14% | 26 |
|
|
2023
Q3 | $45M | Buy |
+785,644
| New | +$45M | 0.16% | 31 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 835 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 786 |
|
|
2022
Q4 | – | Sell |
-49,221
| Closed | -$3.86M | – | 760 |
|
|
2022
Q3 | $3.86M | Buy |
49,221
+33,690
| +217% | +$2.64M | 0.03% | 233 |
|
|
2022
Q2 | $1.2M | Buy |
+15,531
| New | +$1.2M | 0.01% | 432 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 845 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 809 |
|
|
2021
Q3 | – | Sell |
-21,869
| Closed | -$1.6M | – | 798 |
|
|
2021
Q2 | $1.6M | Buy |
+21,869
| New | +$1.6M | 0.01% | 369 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 770 |
|
|
2020
Q4 | – | Sell |
-42,600
| Closed | -$2.96M | – | 794 |
|
|
2020
Q3 | $2.96M | Buy |
+42,600
| New | +$2.96M | 0.04% | 211 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 830 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1100 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1057 |
|
|
2019
Q3 | – | Sell |
-594,600
| Closed | -$30.5M | – | 948 |
|
|
2019
Q2 | $30.5M | Buy |
+594,600
| New | +$30.5M | 0.28% | 29 |
|
|
2019
Q1 | – | Sell |
-11,200
| Closed | -$487K | – | 1041 |
|
|
2018
Q4 | $487K | Sell |
11,200
-64,156
| -85% | -$2.79M | ﹤0.01% | 605 |
|
|
2018
Q3 | $3.16M | Buy |
+75,356
| New | +$3.16M | 0.02% | 406 |
|
|
2018
Q2 | – | Sell |
-168,864
| Closed | -$6.9M | – | 1138 |
|
|
2018
Q1 | $6.9M | Buy |
+168,864
| New | +$6.9M | 0.04% | 273 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1052 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 980 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 973 |
|
|
2017
Q1 | – | Sell |
-53,404
| Closed | -$1.6M | – | 1054 |
|
|
2016
Q4 | $1.6M | Buy |
+53,404
| New | +$1.6M | 0.01% | 468 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1028 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1014 |
|
|
2016
Q1 | – | Sell |
-11,308
| Closed | -$294K | – | 1021 |
|
|
2015
Q4 | $294K | Buy |
11,308
+1,580
| +16% | +$41.1K | ﹤0.01% | 644 |
|
|
2015
Q3 | $237K | Buy |
+9,728
| New | +$237K | ﹤0.01% | 598 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 844 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 852 |
|
|
2014
Q4 | – | Sell |
-103,908
| Closed | -$2.44M | – | 887 |
|
|
2014
Q3 | $2.44M | Buy |
+103,908
| New | +$2.44M | 0.03% | 265 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 972 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 974 |
|
|
2013
Q4 | – | Sell |
-110,500
| Closed | -$2.21M | – | 878 |
|
|
2013
Q3 | $2.21M | Buy |
+110,500
| New | +$2.21M | 0.03% | 299 |
|